Deep Dives + Models
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Value Punks provides insightful deep dives on international equities, driven by rigorous bottom-up research.
A generalist exploring the building blocks of investing, technology and society. My goal is to write evergreen content to help you sleep better at night, spark your curiosity and understand big trends before the crowd does.
I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.